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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-06-15 |
| SC | RA | APPROVED | 2025-05-15 |
| MI | RA | APPROVED | 2025-02-25 |
| UT | RA | APPROVED | 2025-02-11 |
| KS | RA | APPROVED | 2023-02-07 |
| DE | RA | APPROVED | 2022-09-20 |
| WA | RA | APPROVED | 2022-07-15 |
| GA | RA | APPROVED | 2022-03-11 |
| OH | RA | APPROVED | 2021-06-10 |
| IL | RA | APPROVED | 2021-04-07 |
| MN | RA | APPROVED | 2020-10-27 |
| WV | RA | APPROVED | 2019-07-12 |
| VT | RA | APPROVED | 2018-10-17 |
| WI | RA | APPROVED | 2018-04-19 |
| VA | RA | APPROVED | 2018-01-08 |
| CA | RA | APPROVED | 2017-10-19 |
| TX | RA | APPROVED | 2017-05-05 |
| FL | RA | APPROVED | 2017-04-11 |
| CO | RA | APPROVED | 2016-08-26 |
| CT | RA | APPROVED | 2016-05-11 |
| NC | RA | APPROVED | 2016-01-25 |
| OR | RA | APPROVED | 2014-07-07 |
| AZ | RA | APPROVED | 2012-08-29 |
| PA | RA | APPROVED | 2011-04-12 |
| MD | RA | APPROVED | 2007-05-31 |
Branch Locations
1869 Charter Lane Suite 103, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Lancaster | PA | 05/2006 | Present |
| Park Avenue Securities | Lancaster | PA | 08/2006 | Present |
1. Fixed Insurance outside of Guardian, Start: 11/11/2022, Address: 1869 Charter Lane, Suite 103, Lancaster, PA 17601, 1 total hours per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation, 2. CPA SERVICES-I have acquired a small base of clients with whom I provide consulting services and/or tax advice., Start: 06/01/2004, Address: 1036 Steeplechase Dr. Lancaster, PA 17601, 8 non bus hrs per month, Not investment related, 3. Steeplechase Homeowners Association-President, Start: 6/30/2024, Address: Lancaster, PA, 1 total hour per month; 0 during securities trading hours, Not Investment related, No annual compensation, 4. BNI-Membership Committee, Start: 10/1/2024, Address: Stoner Commons 605 Granite Run Drive, Lancaster PA 17601, 1 total hour per month; 0 during securities trading hours, Not Investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-18 |
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